Brian MonskeCRD Number: 4592318
Current Firm: Slr Asset Management
Brian Monske (CRD# 4592318) is an Investment Advisor Representative working at Slr Asset Management in Novato, CA and has over 12 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Lpl Financial||Novato, CA||Feb 2015 - Current||2|
|Slr Advisors||Novato, CA||Feb 2015 - Current||2|
|J.p. Morgan Securities LLC||Napa, CA||Oct 2012 - Jan 2015||2|
|Jp Morgan Chase Bank N.a.||Napa, CA||Feb 2009 - Jan 2015||5|
|Chase Investment Services Corp.||Napa, CA||May 2009 - Oct 2012||3|
|Wamu Investments, Inc.||Napa, CA||Mar 2009 - May 2009||< 1|
|Brian C. Monske - Tax Preparation||Sacramento, CA||Jan 2007 - May 2009||2|
|Securities America, Inc.||Sacramento, CA||Jun 2005 - Feb 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management76MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$90,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
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